Security at bank-statements.co

Bank statements contain sensitive financial data. Our product is designed around secure upload, controlled processing, and transparent data handling.

How files are protected

Encrypted in transit

Files are uploaded over HTTPS so statement data is protected while moving between your browser and our service.

Encrypted at rest

Uploaded PDFs and converted outputs are stored in secure cloud storage with encryption at rest.

User-controlled deletion

Converted files can be deleted from your dashboard when they are no longer needed.

Purpose-limited processing

Financial data is used to provide statement conversion and related product functionality.

What we process

The service reads uploaded bank statement PDFs and extracts transaction fields such as dates, descriptions, debit amounts, credit amounts, balances, and document metadata needed for conversion.

Outputs can include Excel, CSV, QBO, OFX, QIF, and JSON depending on the format you choose.

For accountants and bookkeepers

If you handle client statements, use client-approved workflows, delete files when jobs are complete, and review the Data Processing Addendum for contractual data-processing terms.

Privacy documents

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Upload a bank statement PDF and download an accounting-ready file in seconds.

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